CAREERS AT CBIZ

Full Charge Bookkeeper in San Diego at CBIZ

Date Posted: 8/23/2019

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: 2019 America's Best Mid-Size Employers by Forbes, 2019 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

CBIZ and MHM are together ranked as one of the top accounting services providers in the United States. With more than 35 offices and more than 3,000 professionals, we serve the country’s growing mid-market public and private businesses and the not-for-profit sector. MHM, an independent CPA firm, provides high quality audit and assurance services and works closely with CBIZ, an accounting, tax and consulting services provider. CBIZ and MHM are members of Kreston International Limited, a global network of independent accounting firms.

We are proud of our strong company culture. In 2018, we were recognized by the Orange County Business Journal, San Diego Union Tribune, and the Pacific Coast Business Times as one of the “Best Places to Work”. We were also recognized by the National Association of Business Resources as one of the San Francisco Bay Area’s “Best and Brightest Companies to Work For”. It was an honor to be recognized for such prestigious awards, knowing that it was the feedback from our employees that earned us spots on these lists.

About this position

Your role as a bookkeeper professional is to help make our California tax clients and our tax partners and tax professionals more efficient with interim and yearend tax client accounting clean up/assistance, and when possible, also improve our tax clients bookkeeping and business management of financials through teaching, coaching and assisting in stabilizing their management accounting practices, reducing their risk, and introducing new business improvement concepts to them.

Essential Functions and Primary Duties

  • Work on multiple clients performing a full range of accounting support duties ranging from
    • Full charge bookkeeping solely performing the month end close including utilizing month end control schedules, journal entry check lists, etc as needed
    • Accounting support duties which may include but not be limited to transaction entries (e.g. sales), expenditures, accruals (if/as needed), etc
    • Performing all or selected regular reconciliations of balance sheet accounts and retained earnings roll forwards
    • Process accounts payable and receivables (if/as appropriate) either manual or with use of automated workflow systems if available
    • If needed assist client with use of an outsourced payroll system and related matters (for example W-2s, etc)
    • Various compliance filings (for example 571s, 1099s, etc)
  • Efficiently prepare and organize work papers and supporting documentation utilizing our documentation methodologies and follow the appropriate closing process(es) and internal preparation requirements
  • Follow our company’s accounting and system internal controls
  • Administer general ledger coding, check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes
  • Utilize QuickBooks (as the primary client-used accounting system) and other accounting systems as needed
  • Ability and willingness to travel (if/as needed) to clients within the local area
  • Comply with federal, state, and company policies, procedures, and regulations
  • Execute administrative duties if/as assigned
  • Additional responsibilities as assigned

Preferred Qualifications

  • Previous experience with full charge bookkeeping for a CPA firm on multiple clients
  • Associate’s degree or higher
  • Experience successfully stepping in to accounting clean up situations
  • Experience transitioning a company into new software(s)
  • Experience in full charge bookkeeping for the real estate industry and/or the technology or Life Science industry a plus

Essential Traits

  • Integrity & transparency
  • Self-Starter, hands on, hard worker, & ability to work autonomously
  • Organization skills
  • Adaptable to change
  • Excellent at meeting deadlines and managing internal and external expectations
  • Professionalism
  • Likable and works well with others
  • Likes to teach, likes to learn

Minimum Qualifications Required

  • High School Diploma or GED required along with 2 years of full charge bookkeeping experience
  • Exceptional customer relations skills and a track record of working well with others
  • Ability to manage time and deadlines effectively
  • Demonstrated ability to communicate verbally and in writing throughout all levels of both CBIZ and our clients
  • Proficient use of applicable technology and ability to learn as technology changes
  • Quickly learn and navigate different accounting programs

CHECK OUT OUR SIMILAR JOBS

  1. Accountant Jobs
  2. Bookkeeper Jobs

not ready to apply ?

Joining our Talent Network will enhance your job search and application process. Whether you choose to apply or just leave your information, we look forward to staying connected with you.